Helios Technologies, Inc.
HLIO- Exchange
- NYSE
- Industry
- Miscellaneous Fabricated Metal Products
- SEC CIK
- 0001024795
No open-market purchases or sales by Helios Technologies, Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $2.86B in total; no superinvestor holds it.
13F holders, Q3 2025
Institutional positions in Helios Technologies, Inc. as of Sep 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 201
- +15 vs. Q2 2025
- Shares held
- 32.8M
- +1.17M (+3.7%) vs. Q2 2025
- Total value
- $1.71B
- +$655.5M (+62.0%) vs. Q2 2025
- New holders
- 43
- 57 more added
- Sold out
- 28
- 77 more reduced
1 institution that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HLIO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $2.86B |
| Q1 2026 | 252 | $2.09B |
| Q4 2025 | 215 | $1.75B |
| Q3 2025 | 201 | $1.71B |
| Q2 2025 | 187 | $1.06B |
| Q1 2025 | 184 | $1.04B |
| Q4 2024 | 173 | $1.46B |
| Q3 2024 | 177 | $1.51B |
| Q2 2024 | 174 | $1.52B |
| Q1 2024 | 181 | $1.38B |
| Q4 2023 | 167 | $1.41B |
| Q3 2023 | 156 | $1.73B |
| Q2 2023 | 170 | $2.02B |
| Q1 2023 | 176 | $1.98B |
| Q4 2022 | 166 | $1.64B |
| Q3 2022 | 169 | $1.51B |
| Q2 2022 | 164 | $2.00B |
| Q1 2022 | 185 | $2.36B |
| Q4 2021 | 181 | $3.10B |
| Q3 2021 | 158 | $2.43B |
| Q2 2021 | 152 | $2.27B |
| Q1 2021 | 144 | $2.12B |
Institutions, Q3 2025
Shares, value and share of portfolio for each institution holding Helios Technologies, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 3,192,859 | $166.4M | 0.00% | −78,168−2.4% | Reduced |
| BlackRock, Inc. | 2,460,072 | $128.2M | 0.00% | −28,012−1.1% | Reduced |
| Conestoga Capital Advisors, LLC | 1,660,024 | $86.5M | 1.39% | −294,362−15.1% | Reduced |
| Dimensional Fund Advisors LP | 1,626,796 | $84.8M | 0.02% | +55,206+3.5% | Added |
| Thrivent Financial for Lutherans | 1,530,525 | $79.8M | 0.16% | +112,213+7.9% | Added |
| Sara-Bay Financial | 1,206,514 | $62.9M | 17.58% | −7,667−0.6% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 1,167,469 | $60.9M | 0.19% | −95,744−7.6% | Reduced |
| Wellington Management Group LLP | 929,681 | $48.5M | 0.01% | −285,842−23.5% | Reduced |
| Wasatch Advisors Inc | 854,711 | $44.6M | 0.24% | +43,567+5.4% | Added |
| T. Rowe Price Investment Management, Inc. | 847,365 | $44.2M | 0.03% | +123,181+17.0% | Added |
| Deprince Race & Zollo Inc | 846,258 | $44.1M | 0.88% | −164,184−16.2% | Reduced |
| State Street Corp | 809,059 | $42.2M | 0.00% | +5,109+0.6% | Added |
| Bank of America Corp | 789,917 | $41.2M | 0.00% | −142,449−15.3% | Reduced |
| Geode Capital Management, LLC | 788,071 | $41.1M | 0.00% | −1,910−0.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 775,417 | $40.4M | 0.37% | +170,050+28.1% | Added |
| ACK Asset Management LLC | 770,000 | $40.1M | 5.02% | +770,000 | New |
| Kennedy Capital Management, Inc. | 757,786 | $39.5M | 0.87% | +757,786 | New |
| William Blair Investment Management, LLC | 735,721 | $38.4M | 0.10% | +105,334+16.7% | Added |
| Neuberger Berman Group LLC | 709,464 | $37.0M | 0.03% | +223,078+45.9% | Added |
| Arrowstreet Capital, Limited Partnership | 594,361 | $31.0M | 0.02% | +306,659+106.6% | Added |
| Rockefeller Capital Management L.P. | 562,578 | $29.3M | 0.06% | −1,815−0.3% | Reduced |
| Ameriprise Financial Inc | 534,505 | $27.9M | 0.01% | +167,364+45.6% | Added |
| Janus Henderson Group PLC | 531,137 | $27.7M | 0.01% | +78,821+17.4% | Added |
| Charles Schwab Investment Management Inc | 435,590 | $22.7M | 0.00% | −6,594−1.5% | Reduced |
| MetLife Investment Management | 423,214 | $22.1M | 0.11% | −1,614−0.4% | Reduced |
| Goldman Sachs Group Inc | 375,522 | $19.6M | 0.00% | +84,130+28.9% | Added |
| Royce & Associates LP | 370,079 | $19.3M | 0.19% | −15,600−4.0% | Reduced |
| Nuveen, LLC | 335,505 | $17.5M | 0.00% | +139,409+71.1% | Added |
| Northern Trust Corp | 322,954 | $16.8M | 0.00% | −1,243−0.4% | Reduced |
| Schroder Investment Management Group | 309,697 | $16.3M | 0.01% | +74,260+31.5% | Added |
| Russell Investments Group, Ltd. | 312,820 | $16.3M | 0.02% | +51,600+19.8% | Added |
| Iat Reinsurance Co Ltd. | 300,000 | $15.6M | 3.29% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 291,228 | $15.2M | 0.07% | −25,221−8.0% | Reduced |
| Victory Capital Management Inc | 280,040 | $14.6M | 0.01% | +280,040 | New |
| Bessemer Group Inc | 273,828 | $14.3M | 0.02% | +273,828 | New |
| Ceredex Value Advisors LLC | 192,800 | $10.1M | 0.23% | −225,150−53.9% | Reduced |
| Bank of New York Mellon Corp | 182,991 | $9.54M | 0.00% | +3,133+1.7% | Added |
| Driehaus Capital Management LLC | 178,417 | $9.30M | 0.07% | +178,417 | New |
| Raymond James Financial Inc | 175,090 | $9.13M | 0.00% | −6,071−3.4% | Reduced |
| Morgan Stanley | 168,804 | $8.80M | 0.00% | −44,549−20.9% | Reduced |
| American Century Companies Inc | 144,192 | $7.52M | 0.00% | +66,846+86.4% | Added |
| Comerica Bank | 135,577 | $7.07M | 0.03% | −18,395−11.9% | Reduced |
| Granite Investment Partners, LLC | 109,906 | $5.73M | 0.33% | −17,989−14.1% | Reduced |
| Envestnet Asset Management Inc | 107,861 | $5.62M | 0.00% | +9,323+9.5% | Added |
| Gabelli Funds LLC | 97,859 | $5.10M | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 95,771 | $4.99M | 0.00% | −180,216−65.3% | Reduced |
| UBS Group AG | 92,432 | $4.82M | 0.00% | +43,392+88.5% | Added |
| New York State Common Retirement Fund | 83,979 | $4.38M | 0.01% | −18,812−18.3% | Reduced |
| Trexquant Investment LP | 80,978 | $4.22M | 0.04% | −24,875−23.5% | Reduced |
| SEI Investments Co | 76,152 | $3.97M | 0.00% | +16,487+27.6% | Added |
| Royal Bank of Canada | 74,150 | $3.87M | 0.00% | −22,216−23.1% | Reduced |
| Jane Street Group, LLC | 68,522 | $3.57M | 0.00% | −47,560−41.0% | Reduced |
| Castleark Management LLC | 66,939 | $3.49M | 0.10% | +66,939 | New |
| Invesco Ltd. | 64,718 | $3.37M | 0.00% | +9,393+17.0% | Added |
| Swiss National Bank | 64,600 | $3.37M | 0.00% | +1,000+1.6% | Added |
| Gamco Investors, Inc. Et Al | 64,143 | $3.34M | 0.03% | +5,405+9.2% | Added |
| Marshall Wace, LLP | 62,283 | $3.25M | 0.00% | −1,949−3.0% | Reduced |
| UBS Asset Management Americas Inc | 61,724 | $3.22M | 0.00% | −38,111−38.2% | Reduced |
| First Trust Advisors LP | 61,473 | $3.20M | 0.00% | −1,331−2.1% | Reduced |
| Natixis Advisors, L.P. | 61,364 | $3.20M | 0.00% | +13,976+29.5% | Added |
| Congress Asset Management Co | 58,750 | $3.06M | 0.02% | +58,750 | New |
| Advantage Alpha Capital Partners LP | 53,005 | $2.76M | 0.83% | −9,921−15.8% | Reduced |
| Rhumbline Advisers | 52,390 | $2.73M | 0.00% | −969−1.8% | Reduced |
| King Luther Capital Management Corp | 52,190 | $2.72M | 0.01% | −18,543−26.2% | Reduced |
| Voloridge Investment Management, LLC | 50,236 | $2.62M | 0.01% | −37,300−42.6% | Reduced |
| Stifel Financial Corp | 50,106 | $2.61M | 0.00% | −1,206−2.4% | Reduced |
| Barclays PLC | 49,213 | $2.57M | 0.00% | −16,472−25.1% | Reduced |
| Rice Hall James & Associates, LLC | 48,360 | $2.52M | 0.14% | −19,513−28.7% | Reduced |
| GHP Investment Advisors, Inc. | 41,370 | $2.16M | 0.09% | +2,155+5.5% | Added |
| State of Wisconsin Investment Board | 39,725 | $2.07M | 0.00% | −28,082−41.4% | Reduced |
| Price T Rowe Associates Inc | 38,050 | $1.98M | 0.00% | +1,221+3.3% | Added |
| Legal & General Group Plc | 37,463 | $1.95M | 0.00% | −278−0.7% | Reduced |
| Alliancebernstein L.P. | 36,850 | $1.92M | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 36,000 | $1.88M | 0.00% | −62,775−63.6% | Reduced |
| Zacks Investment Management | 34,088 | $1.78M | 0.01% | +34,088 | New |
| Creative Planning | 32,855 | $1.71M | 0.00% | +1,793+5.8% | Added |
| Two Sigma Advisers, LP | 31,700 | $1.65M | 0.00% | −52,700−62.4% | Reduced |
| California State Teachers Retirement System | 30,706 | $1.60M | 0.00% | +10.0% | Added |
| Susquehanna International Group, LLP | 26,693 | $1.39M | 0.00% | −18,718−41.2% | Reduced |
| Pinnacle Associates Ltd | 26,395 | $1.38M | 0.02% | −5,531−17.3% | Reduced |
| Wells Fargo & Company | 25,826 | $1.35M | 0.00% | +4,389+20.5% | Added |
| JPMorgan Chase & Co | 25,639 | $1.34M | 0.00% | −64,787−71.6% | Reduced |
| Jackson Creek Investment Advisors LLC | 25,590 | $1.33M | 0.39% | +25,590 | New |
| Deutsche Bank AG | 25,075 | $1.31M | 0.00% | +2,644+11.8% | Added |
| FMR LLC | 23,874 | $1.24M | 0.00% | +122+0.5% | Added |
| AQR Capital Management LLC | 23,434 | $1.22M | 0.00% | −5,194−18.1% | Reduced |
| Aquatic Capital Management LLC | 22,856 | $1.19M | 0.02% | −3,955−14.8% | Reduced |
| Dark Forest Capital Management LP | 22,431 | $1.17M | 0.04% | −86,540−79.4% | Reduced |
| Ostrum Asset Management | 21,635 | $1.13M | 0.05% | +2,915+15.6% | Added |
| B. Metzler seel. Sohn & Co. AG | 17,759 | $925.8K | 0.01% | −609−3.3% | Reduced |
| Captrust Financial Advisors | 16,034 | $835.9K | 0.00% | +2,639+19.7% | Added |
| Manufacturers Life Insurance Company, The | 15,795 | $823.4K | 0.00% | −965−5.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 15,417 | $803.7K | 0.00% | −2,767−15.2% | Reduced |
| EntryPoint Capital, LLC | 15,267 | $795.9K | 0.31% | −16,061−51.3% | Reduced |
| Great West Life Assurance Co | 14,819 | $779.0K | 0.00% | +650+4.6% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 14,093 | $734.7K | 0.00% | +3,100+28.2% | Added |
| US Bancorp | 12,902 | $672.6K | 0.00% | −577−4.3% | Reduced |
| Intech Investment Management LLC | 12,744 | $664.3K | 0.01% | −670−5.0% | Reduced |
| SG Americas Securities, LLC | 12,348 | $644.0K | 0.00% | +12,348 | New |
| Commonwealth Equity Services, LLC | 12,079 | $630.0K | 0.00% | +106+0.9% | Added |